Performance analysis of IBDU (ISHARES IBONDS DEC 2029 TERM CORPORATE ETF)
Annual Return
Over the past 3 years, IBDU has had an average annual return of +5.72%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IBDU has had an average annual return of +0.88%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Sep 19, 2019, IBDU has had an average annual return of +2.37%, underperforming the benchmark SPY, which returned +15.83% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.83% | +7.59% | +3.62% | +8.66% | -13.04% | -2.06% | +10.38% | +2.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.50% | +0.59% | -0.95% | +0.34% | +0.26% | +0.12% | -0.02% | +0.83% | |||||
| 2025 | +0.66% | +1.24% | +0.34% | +0.79% | +0.27% | +1% | +0.14% | +1.25% | +0.39% | +0.34% | +0.64% | +0.28% | +7.59% |
| 2024 | -0.09% | -1.24% | +1.01% | -1.63% | +1.47% | +0.71% | +2.23% | +1.48% | +1.17% | -1.70% | +0.93% | -0.68% | +3.62% |
| 2023 | +3.65% | -3.05% | +3.37% | +0.50% | -0.95% | -0.40% | +0.73% | -0.29% | -1.78% | -0.98% | +4.57% | +3.29% | +8.66% |
| 2022 | -2.42% | -1.47% | -2.77% | -4.74% | +0.93% | -2.42% | +3.74% | -3.43% | -4.03% | -0.45% | +4.29% | -0.68% | -13.04% |
| 2021 | -1.21% | -1.94% | -1.51% | +1.04% | +0.62% | +1.54% | +1.28% | -0.26% | -1.21% | -0.17% | -0.44% | +0.25% | -2.06% |
| 2020 | +2.45% | +1.22% | -8.54% | +6.46% | +2.63% | +2.23% | +2.84% | -0.68% | -0.40% | -0.27% | +2.33% | +0.36% | +10.38% |
| 2019 | +0.93% | +0.89% | -0.26% | +0.65% | +2.23% |
Drawdown analysis of IBDU (ISHARES IBONDS DEC 2029 TERM CORPORATE ETF)
The maximum drawdown for the IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 687 trading sessions.
The current IBDU drawdown is -0.25%.
Since Sep 19, 2019 IBDU has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.44% | Aug 4, 2021 | 306 | Oct 20, 2022 | 687 | Jul 21, 2025 | 993 |
| -18.22% | Mar 5, 2020 | 11 | Mar 20, 2020 | 59 | Jun 15, 2020 | 70 |
| -5.24% | Dec 31, 2020 | 53 | Mar 19, 2021 | 93 | Aug 2, 2021 | 146 |
| -1.80% | Aug 6, 2020 | 60 | Oct 30, 2020 | 19 | Nov 27, 2020 | 79 |
| -1.65% | Oct 4, 2019 | 24 | Nov 7, 2019 | 33 | Dec 26, 2019 | 57 |
| -1.59% | Feb 27, 2026 | 19 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -0.81% | Nov 30, 2020 | 7 | Dec 9, 2020 | 11 | Dec 24, 2020 | 18 |
| -0.78% | Sep 24, 2019 | 1 | Sep 25, 2019 | 5 | Oct 2, 2019 | 6 |
| -0.66% | Jun 16, 2020 | 7 | Jun 25, 2020 | 4 | Jul 1, 2020 | 11 |
| -0.54% | Feb 3, 2020 | 2 | Feb 5, 2020 | 3 | Feb 10, 2020 | 5 |
| -0.53% | Feb 25, 2020 | 2 | Feb 27, 2020 | 1 | Feb 28, 2020 | 3 |
| -0.51% | Oct 21, 2025 | 11 | Nov 5, 2025 | 13 | Nov 24, 2025 | 24 |
| -0.47% | Sep 15, 2025 | 8 | Sep 25, 2025 | 12 | Oct 13, 2025 | 20 |
| -0.37% | Jul 23, 2020 | 2 | Jul 27, 2020 | 2 | Jul 29, 2020 | 4 |
| -0.34% | Nov 25, 2025 | 8 | Dec 8, 2025 | 8 | Dec 18, 2025 | 16 |
| -0.34% | Feb 10, 2020 | 2 | Feb 12, 2020 | 3 | Feb 18, 2020 | 5 |
| -0.31% | Jan 3, 2020 | 3 | Jan 8, 2020 | 2 | Jan 10, 2020 | 5 |
| -0.27% | Jul 9, 2020 | 1 | Jul 10, 2020 | 2 | Jul 14, 2020 | 3 |
| -0.26% | Jan 14, 2026 | 3 | Jan 20, 2026 | 5 | Jan 27, 2026 | 8 |
| -0.25% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.23% | Jan 10, 2020 | 1 | Jan 13, 2020 | 2 | Jan 15, 2020 | 3 |
| -0.22% | Aug 4, 2025 | 4 | Aug 8, 2025 | 3 | Aug 13, 2025 | 7 |
| -0.21% | Jul 22, 2025 | 2 | Jul 24, 2025 | 3 | Jul 29, 2025 | 5 |
| -0.19% | Dec 30, 2019 | 1 | Dec 31, 2019 | 1 | Jan 2, 2020 | 2 |
| -0.15% | Feb 28, 2020 | 1 | Mar 2, 2020 | 1 | Mar 3, 2020 | 2 |